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Mutual Funds and ETF Providers

Drive a successful proxy outcome

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Help ensure your proxy campaigns are completed on time, on budget and with the results you expect. We will guide you through every step of the process.

Included Products

Proxy Services

Broadridge manages the mutual fund proxy voting process from end-to-end across all distribution channels.
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Video

How to Build Optimal Proxy Campaigns

Michael Collins, General Manager/Vice President, Broadridge Mutual Fund Proxy Solutions, explains how Multi-Channel Support, State-of-the-Art Security, and Market-Leading Innovation helps drive successful proxy voting campaigns.

Empower Shareholders and Improve Outcomes with ProxyVote
Resource
Empower Shareholders and Improve Outcomes with ProxyVote
Variable Portfolio Proxy Campaigns
Resource
Variable Portfolio Proxy Campaigns
Optimize Your Next Proxy with Retirement Plan Participants
Article
Optimize Your Next Proxy with Retirement Plan Participants
Can Blockchain Help Mutual Fund Proxy Campaigns? - Episode 5
Video
Can Blockchain Help Mutual Fund Proxy Campaigns? - Episode 5
How Social Media Can Supercharge Your Next Mutual Fund Proxy - Episode 4
Video
How Social Media Can Supercharge Your Next Mutual Fund Proxy - Episode 4
Use These Digital Tools to Achieve Quorum Faster - Episode 3
Video
Use These Digital Tools to Achieve Quorum Faster - Episode 3
Plan Your Next Mutual Fund Proxy with Data-Driven Technologies - Episode 2
Video
Plan Your Next Mutual Fund Proxy with Data-Driven Technologies - Episode 2
Strategies to Execute a Winning Mutual Fund Proxy Campaign - Episode 1
Video
Strategies to Execute a Winning Mutual Fund Proxy Campaign - Episode 1
Top Five Reasons to Adopt Digital Proxy Communications
Infographic
Top Five Reasons to Adopt Digital Proxy Communications
Next-generation Proxy Voting
Infographic
Next-generation Proxy Voting
Next-Generation Proxy Voting Strategies for Asset Managers
White Paper
Next-Generation Proxy Voting Strategies for Asset Managers
How Discretionary Voting Can Help You Achieve Quorum and Save Money
Article
How Discretionary Voting Can Help You Achieve Quorum and Save Money
Get the vote. Drive success.
Article
Top Five Reasons to use Digital Proxy Communications
A Proactive Approach to Garnering Shareholder Support for Controversial Issues
Case Study
A Proactive Approach to Garnering Shareholder Support for Controversial Issues
Don’t Let Broker Non-Votes Hold You Back
Article
Don’t Let Broker Non-Votes Hold You Back
Engaging Shareholders with a Customized Proxy Approach
Case Study
Engaging Shareholders with a Customized Proxy Approach
Vote Integrity: The One Vote, One Share Dynamic
Article
Vote Integrity: The One Vote, One Share Dynamic
Get the Votes You Need in Your Next Proxy Campaign
Fact Sheet
Get the Votes You Need in Your Next Proxy Campaign
Broadridge Mutual Fund Proxy Team
Resource
Broadridge Mutual Fund Proxy Team
Boost Voting With Improved Packaging
Fact Sheet
Boost Voting With Improved Packaging
Photo: Corner of a glass building set against a blue sky
Resource
Create an Instant Impact with Your Next Proxy Distribution
Asset Management Solutions
Video
Broadridge Asset Management Solutions
Enabling Complex, Large-Scale Mutual Fund Proxy Campaigns
Case Study
Enabling Complex, Large-Scale Mutual Fund Proxy Campaigns
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Mutual Funds and ETF Providers

Solutions for asset managers

Mutual funds and ETF providers rely on our data, technology and expertise to help them manage risk, service clients and identify business growth opportunities.
Enhance and simplify portfolio management
Drive profitability with automated revenue and expense management
Access unique distribution insights
Maximize investor communications and engagement
Drive a successful proxy outcome
Simplify financial and regulatory reporting
See More Solutions